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Simon Property shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 8.0k 185.11

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Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Wellington Management Company
Cohen & Steers Capital Management
Norges Bank Investment Management
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group
Nuveen
Invesco
Principal Financial Group

View all funds holding Simon Property